Every material Form 8-K Harley-Davidson filed with the SEC in 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Harley-Davidson reported third-quarter 2026 results with HDMC revenue of $964 million, down 10 percent from a year earlier, and net income attributable to the company of $43 million, down from $377 million, which the company tied mainly to a 2025 benefit from HDFS's sale of securitization interests and receivables. It raised full-year 2026 HDMC and HDFS guidance for the second time this year and added two independent directors, Anthony D. Fassino and Bryan E. Slone, bringing the Board to ten members.
Q3 2026 diluted EPS was $0.40, versus $3.10 in Q3 2025.
HDMC operating income was $44 million in Q3 2026, down 18 percent; global retail sales of new motorcycles rose 5 percent.
Full-year 2026 guidance raised: HDMC operating income of $25 to $55 million and HDFS operating income of $60 to $70 million.
Fassino and Slone took Board seats effective October 28, 2026, with terms expiring at the 2027 Annual Meeting.
Harley-Davidson reported second quarter 2026 revenue of $1.2 billion, down 6% from a year earlier, with net income attributable to the company of $80 million, down 26%, and diluted EPS of $0.75, down 15%. The company also raised its full-year 2026 guidance for motorcycle retail sales, wholesale shipments, and HDMC and HDFS operating income, which may matter to shareholders because the outlook improved while quarterly profit declined.
Q2 2026 revenue was $1.2 billion versus $1.3 billion a year earlier; operating income was $76 million versus $112 million, down 32%.
HDMC operating income guidance for 2026 is now $10 million to $50 million, up from a previous range of a $40 million loss to a $10 million profit.
HDMC retail sales guidance was raised to 133,500 to 138,500 units from 130,000 to 135,000 units.
HDFS operating income guidance was raised to $55 million to $65 million from $45 million to $60 million.
Harley-Davidson said its Chief Legal, Compliance and Corporate Affairs Officer and Corporate Secretary, Paul Krause, will step down from that role effective June 29, 2026, and move to an advisory role until September 1, 2026, when he will leave the company. Gayle Littleton will take over the same role and the Corporate Secretary position on June 29, 2026. The change affects a senior legal and governance post, but the filing gives no financial figures or operating impact.
Paul Krause ceases as Chief Legal, Compliance and Corporate Affairs Officer and Corporate Secretary effective June 29, 2026
Krause advises through September 1, 2026, then exits and is entitled to benefits under the Company's Severance Plan
Gayle Littleton joins as Chief Legal, Compliance and Corporate Affairs Officer and Corporate Secretary effective June 29, 2026
At its May 21, 2026 annual meeting, Harley-Davidson shareholders elected eight directors, approved an amendment that increases the shares authorized under the 2020 Incentive Stock Plan to a total of 12,200,000, and ratified Ernst & Young LLP as auditor for 2026. A shareholder proposal on a climate transition plan failed, with 15,168,872 votes for and 55,305,212 against, so the company's shareholders did not adopt it.
Incentive Stock Plan amendment passed with 66,926,011 votes for and 3,875,568 against, raising the authorized total to 12,200,000 shares.
Climate transition plan proposal received 15,168,872 votes for and 55,305,212 against.
Advisory say-on-pay vote: 61,057,442 for and 9,796,616 against.
Ernst & Young LLP ratified as independent registered public accounting firm for the fiscal year ending December 31, 2026, with 83,047,856 votes for.
Harley-Davidson reported first quarter 2026 revenue of $1.2 billion, down 12% from a year earlier, with operating income of $23 million versus $160 million and diluted EPS of $0.22 versus $1.07. Global retail motorcycle sales rose 8%, but the company's profit measures fell sharply, and it reaffirmed its full-year 2026 guidance rather than changing it.
Consolidated revenue of $1,173 million, down 12%; operating income of $23 million, down 85%
Diluted EPS of $0.22 versus $1.07 a year earlier; net income attributable to HDI of $25 million
Global retail motorcycle sales of 33,507 units, up 8%; North America retail up 14%
Full-year 2026 guidance reaffirmed; $15 million of restructuring-related costs incurred in the quarter
Harley-Davidson reported a fourth-quarter 2025 diluted loss of $2.44 per share, compared with a loss of $0.93 a year earlier, and full-year 2025 diluted EPS of $2.78, down from $3.44. Full-year revenue fell 14% to $4.47 billion, and the company guided to a 2026 HDMC operating result between a $40 million loss and a $10 million profit, with a new strategic plan expected in May 2026. Director James Duncan Farley, Jr. also said he will not stand for re-election at the next annual meeting, and the board expects to shrink from nine to eight members.
Q4 2025 consolidated revenue of $496 million, down 28%, and a diluted loss of $2.44 per share versus a $0.93 loss in Q4 2024
Full-year 2025 revenue of $4.47 billion, down 14%; diluted EPS of $2.78 versus $3.44 in 2024
2026 outlook: HDMC operating income of a $40 million loss to a $10 million profit; HDFS operating income of $45 to $60 million
Director James Duncan Farley, Jr. will not seek re-election at the upcoming annual meeting; board size to decrease from nine to eight
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Harley-Davidson filing is on SEC EDGAR ↗. 8-K briefs of other companies →